Diamond Hill Large Fund Quote
| DHFYX Fund | USD 14.07 0.12 0.85% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Diamond Hill is trading at 14.07 as of the 22nd of November 2024; that is 0.85% down since the beginning of the trading day. The fund's open price was 14.19. Diamond Hill has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Diamond Hill Large are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of December 2022 and ending today, the 22nd of November 2024. Click here to learn more.
The fund, under normal market conditions, invests at least 80 percent of its net assets in U.S. equity securities with large market capitalizations that the Adviser believes are undervalued. Equity securities consist of common and preferred stocks. The Adviser may sell a security as it reaches the Advisers estimate of the companys value if the adviser believes that the companys earnings, revenue growth, operating margin or other economic factors are deteriorating or if it identifies a stock that it believes offers a better investment opportunity. More on Diamond Hill Large
Moving together with Diamond Mutual Fund
| 1.0 | DHFAX | Diamond Hill Large | PairCorr |
| 0.69 | DHEYX | Diamond Hill Short | PairCorr |
| 0.69 | DHEIX | Diamond Hill Short | PairCorr |
| 0.7 | DHEAX | Diamond Hill Short | PairCorr |
| 1.0 | DHFIX | Diamond Hill Large | PairCorr |
Moving against Diamond Mutual Fund
Diamond Mutual Fund Highlights
| Fund Concentration | Diamond Hill Funds, Large Value Funds, Large Value, Diamond Hill Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Diamond Hill Large [DHFYX] is traded in USA and was established 22nd of November 2024. Diamond Hill is listed under Diamond Hill Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Diamond Hill Funds family. Diamond Hill Large currently has accumulated 27.64 M in assets under management (AUM) with no minimum investment requirements with the current yeild of 0.01%.
Check Diamond Hill Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Diamond Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Diamond Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Diamond Hill Large Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Diamond Hill Large Mutual Fund Constituents
| ABT | Abbott Laboratories | Stock | Health Care | |
| AIG | American International Group | Stock | Financials | |
| BAC | Bank of America | Stock | Financials | |
| CVX | Chevron Corp | Stock | Energy | |
| DIS | Walt Disney | Stock | Communication Services | |
| GM | General Motors | Stock | Consumer Discretionary | |
| KKR | KKR Co LP | Stock | Financials | |
| MDLZ | Mondelez International | Stock | Consumer Staples |
Diamond Hill Large Risk Profiles
| Mean Deviation | 0.5088 | |||
| Semi Deviation | 0.56 | |||
| Standard Deviation | 0.6828 | |||
| Variance | 0.4662 |
Diamond Hill Against Markets
Other Information on Investing in Diamond Mutual Fund
Diamond Hill financial ratios help investors to determine whether Diamond Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Diamond with respect to the benefits of owning Diamond Hill security.
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